Make your AI assistant work like you do.
In about 15 to 20 minutes, you'll answer guided questions about how you run your business. You'll walk away with a ready-to-paste instruction block for the AI assistant inside your CRM, written for you and nobody else.
01 / How it works
Three steps. One sitting.
Answer guided questions
Tap through 8 short sections. Most answers are one tap, with an example beside every question.
Review and edit your block
See your full instruction block written as clear rules. Edit any section in place.
Copy it into your assistant
Copy it in one tap and paste it into your assistant's custom instructions. That's it.
02 / What it covers
Eight sections. Your whole operating standard.
[ 08 sections ]Section · 01
Identity
Who you are and how tasks get handled.
Section · 02
Brand Voice
Your tone, and the fluff you never want.
Section · 03
Market & Territory
Your service area and power zip codes.
Section · 04
Specialty & Standards
Your niche and non-negotiable analysis rules.
Section · 05
Client Experience
How clients should feel, and follow-up rhythm.
Section · 06
CRM Discipline
Lead categories, tags and reminders.
Section · 07
Data Integrity
What gets double-checked, every time.
Section · 08
Workflow & Drafts
How drafts, options and next steps work.
03 / The difference
Same question. Different assistant.
Without your block
"Draft a check-in text to a past client."
Hi there!! I hope this message finds you well! I just wanted to reach out and see how everything is going with your home! Let me know if you ever need anything at all!
With your block
"Draft a check-in text to a past client."
Hi Dana, it's been a year since you got the keys. Homes like yours nearby have moved up since then. Want me to send your updated number? No strings.
04 / Library